Wealth Dynamix was crowned ‘Best Technology provider- Front Office’ at the 5th Wealthadviser Awards for the second year running. The award ceremony was held in London on Friday 19th May 2017.
The awards were determined by the votes of Wealth Adviser’s readers, who include wealth managers, IFAs, fund managers, family offices, law firms, accounting forms and other industry experts.
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
27 June 2023
Wealth Dynamix wins 10th industry award at SITCA 2023 for the Best CRM Solution, reinforcing innovation and excellence in the wealth management industry.
2 min. read
16 June 2023
Wealth Dynamix has beaten off nominations from 94 firms in 47 countries to be crowned Best CRM provider 2023 by IBS Intelligence.
2 min. read
8 June 2023
Wealth Dynamix globally recognised as Best Platform for Client Comms & Engagement underscoring leadership in the delivery of hyper-personalised client experiences whilst delivering cost-efficiencies along the client lifecycle.
2 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.